Top Tips for Finding the Perfect Senior Living Community
The hunt for senior living Last month we talked about having the “tough conversations” with family regarding senior living preferences (nursing home, assisted living, or independent living situation). This month…
Promise you won’t put mom in a nursing home
Having the Tough Conversations Dad’s last words to his daughters were, “Promise you won’t put mom in a nursing home.” “Of course, Dad. Never.” What else are you going to…
Brexit and You
When we left the office last Thursday, the Dow stood at 18,011. By Friday morning, news started to hit that the United Kingdom voted to separate from the European Union.…
Rebalancing Reduces Risk and Increases Your Portfolio Returns
Our investment committee meets on a regular basis to evaluate our investment management practices and to ensure that our strategies are still the optimal way to manage your portfolio. Over…
Rightsizing – Part 3
In the first two parts of our rightsizing series, we gave you things to think about pertaining to WHY you might like to rightsize and WHEN may be a good…
Rightsizing – When and Where?
Last month we discussed why you may consider moving in retirement. This month we’ll discuss when to move and how to decide where the location should be. When to move…
Anthem Data Breach (How to Protect Yourself)
With identity theft on the rise, are you concerned about the safety of your personal data? Steve Ballmer the former CEO of Microsoft said,“The number one benefit of information technology…
Rightsizing – Downsizing Your Home to Upsize Your Life
by Andrea Bulen Chad and I bought our first home in 2000. It was almost 100 years old, 1000 square feet, had a lovely deck and fenced in back yard…
Life Insurance -Through a Financial Advisor’s (and Mother)’s Eyes
by Andrea Bulen Remember our conversation back in October (How Big is Your Umbrella?) when I told you that one of the occupational hazards of being a financial advisor is…
WHAT'S ON YOUR MIND
Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260